Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
9,698
-7,845
-45% -$583K ﹤0.01% 931
2025
Q1
$1.41M Buy
17,543
+11,269
+180% +$905K 0.01% 634
2024
Q4
$490K Buy
6,274
+125
+2% +$9.76K ﹤0.01% 896
2024
Q3
$471K Buy
+6,149
New +$471K ﹤0.01% 887
2024
Q2
Sell
-7,604
Closed -$637K 1277
2024
Q1
$637K Buy
+7,604
New +$637K 0.01% 667